2023 Form 5500 filing — Holiday Health Care 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015113851NAL0014505667001) for Holiday Health Care 401(K) Profit Sharing Plan, reported by Holiday Home Health Care Corporation Of Evansville under EIN 35-1459884 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,943,047
Participants353
Provider compensation$3.7K1 Schedule C row(s)$3,724
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113851NAL0014505667001
Plan sponsor
Holiday Home Health Care Corporation Of Evansville
EIN
35-1459884
Plan number
001
Location
Evansville, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$624.9K
Benefits paid / distributions$620K
Contributions
Employer$62.8K
Participant$522K
Full reported line items
Total assets (EOY)
$6,943,047
Total liabilities (EOY)
$0
Net assets (EOY)
$6,943,047
Employer contributions
$62,832
Participant contributions
$522,027
Total income / additions
$1,956,080
Benefits paid
$619,959
Administrative expenses
$4,907
Total expenses
$624,866
Net increase / (decrease)
$1,331,214

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$3,724$0

Related Form 5500 pages